Leadership

David Blumenstein

President and CEO

Mr. Blumenstein is President and CEO of The Segal Group. He previously served as the National Director of Multiemployer Consulting and as consultant to numerous multiemployer funds, including health and welfare plans, defined benefit pension plans and defined contribution pension plans. His current clients include a range of multiemployer plans and international union plans.

Mr. Blumenstein is a member of Segal’s Senior Management Team and Multiemployer Leadership Group and also serves on The Segal Group’s Board of Directors. He also oversees Segal Communications and Segal Select Insurance.

Mr. Blumenstein worked in all areas of employee benefits for a major insurance company before he joined the firm. He graduated magna cum laude from the University of Michigan with a BA in Philosophy.

Senior Management Team

Thomas Levy

Senior Vice President and Chief Actuary

Mr. Levy is a Senior Vice President in Segal’s Toronto office as well as the firm’s Chief Actuary. He has extensive actuarial consulting experience. Mr. Levy coordinates all professional actuarial activities within the company, including the marketing and delivery of actuarial client services. He has overall responsibility for Segal’s Actuarial Practice and chairs its Actuarial Managers’ Committee. As the firm’s Industry Group Leader for the Airlines Industry, he constantly monitors relevant legislation, trends, and developments to ensure that Segal’s Airlines clients are prepared and informed.

Mr. Levy is a recognized expert on public employee and multi-employer pension plans, CICA, FASB and IASB accounting for benefit plans, as well as on employee benefits issues related to bankruptcy and adversarial proceedings.

The Financial Services Commission of Ontario (FSCO) appointed Mr. Levy to its Multi-Employer Plans Advisory Committee and Actuarial Advisory Committee. In addition, the Office of the Chief Actuary of Canada appointed Mr. Levy to the Canada Pension Plan Peer Review Panel.He is also on the Board of the Multi-Employer Benefits Plan Council of Canada (MEBCO), and chairs its Government Liaison Committee. Mr. Levy chaired the Program Committee for the 2001 National Canadian Pension Actuarial Seminar and chaired the Canadian Institute of Actuaries Task Force on Multi-Employer Pension Plans.

Cameron McNeill

Senior Vice President and Canadian Business Leader

Mr. McNeill is a Senior Vice President and the Canadian Business Leader. He is located in Segal’s Toronto office and has many years of experience in employee benefits consulting in Canada and the U.K. Mr. McNeill leads strategic planning initiatives for retirement services and products and provides consulting services to multi-employer, corporate, and public sector pension plans. His expertise includes plan design, funding, asset/liability studies, administration, documentation, communications and governance initiatives.

Prior to joining Segal Canada, Mr. McNeill was the retirement leader for a large actuarial and benefits consulting firm, where he was responsible for creating and managing a global retirement team and implementing a global strategy. Before that, Mr. McNeill was CEO for the consulting firm in Canada, where he was responsible for the entire Canadian operation. He also served as a manager in the firm’s Manchester, England office. Mr. McNeill graduated with Honours from Glasgow University with a BSc in Mathematics. He is a Fellow of the Institute and Faculty of Actuaries in the U.K. and a Fellow of the Canadian Institute of Actuaries.

Ron Olsen

Senior Vice President and Consulting Actuary

Mr. Olsen is a Senior Vice President and Consulting Actuary in Segal’s Toronto office with over 20 years of experience in actuarial consulting. He joined Segal in 2002 as the firm’s Retirement Practice Leader in Canada. Mr. Olsen is an expert in the design, administration and valuation of pension plans. He serves as a Consulting Actuary and Client Relationship Manager for a number of large pension plan sponsors and leads Sibson’s Canadian team on defined benefit plan de-risking.

Mr. Olsen graduated with Honours from the University of Waterloo in Ontario in 1983, where he received a Descartes Scholarship. He became a Fellow of the Society of Actuaries in 1986 and a Fellow of the Canadian Institute of Actuaries in 1987.

Mr. Olsen participates in many professional activities of the Canadian Institute of Actuaries and the Society of Actuaries. In 2002, he received the Canadian Institute of Actuaries’ Award for Volunteer Service in recognition of his contribution to the actuarial profession in Canada. Mr. Olsen actively participates in the Multinational Group of Actuaries and Consultants (MGAC), where he has gained international recognition as a frequent speaker at their Global Pensions conference in the UK.

Ruo Tan

President, Segal Rogerscasey Canada

Mr. Tan is the President of Segal Rogerscasey Canada and is located in the Toronto office. He has nearly 20 years of experience in the investment industry. Mr. Tan’s responsibilities include investment consulting, portfolio management, investment research, investment product design and client advisory.

Mr. Tan works with a diverse clientele including corporate pension plans, endowments/foundations, private counsel operations, and wealth management programs for major financial institutions.

Prior to joining Segal Rogerscasey, Mr. Tan was Vice President, Manager Research and Portfolio Strategy, at TD Wealth Management. Previously, he was Managing Director, Investment Management, at CIBC Wealth where he was a member of the executive team and an officer of CIBC Asset Management Inc. Mr. Tan also served as the Chief Compliance Officer of CIBC Asset Management. Prior to that, he held a series of management positions at Merrill Lynch Investment Managers and SEI Investments.

Mr. Tan has a PhD in Operations Research from the University of Waterloo and an MBA from the MGD School of Business, McMaster University. He holds the Chartered Financial Analyst (CFA) designation, and is a registered Advisor – Portfolio Manager across Canada. Mr. Tan was a registered Commodity Trading Manager with OSC and also a representative with FINRA of United States (Series 7).

Kathleen Pabla

Vice President and Director of Research, Segal Rogerscasey Canada

Ms. Pabla is a Vice President and Director of Research in Segal Rogerscasey’s Toronto office. She has over 20 years of experience in the Canadian investment business. Ms. Pabla’s expertise includes investment research, investment product design, and investment consulting. She works with a diverse clientele including defined contribution (DC) pension plans, private counsel operations and wealth management programs for major financial institutions. Ms. Pabla also has experience in banking, mutual fund operations, and asset and financial management firms.

Prior to joining Segal Rogerscasey, Ms. Pabla was Director of Investment Research and Analysis in Investment Management Services for Manulife Financial in Toronto. Her responsibilities included providing research and oversight of investments for pension platform (DC plans) services. Prior to that, Ms. Pabla was the Director of Investment Management Services at CIBC Asset Management, Inc.

Ms. Pabla has a BA from the University of Alberta. She holds the Chartered Financial Analyst (CFA) designation and is registered as a Portfolio Manager across Canada.